We provide professional, independent financial advice to help individuals and families build, manage, and protect their wealth. With a focus on investments, pensions, estate planning, and protection, we offer tailored solutions designed to meet your specific financial goals.
We offer a wide range of advice services designed to help you make informed, confident decisions about your finances, both now and in the future. From investments and pensions to estate planning and protection, each area of advice is tailored to your individual circumstances, goals, and values.
Below you'll find a summary of the key areas we advise on, along with how we can support you at every stage of your financial journey.
We help clients invest with clarity and confidence, building tailored portfolios aligned to their goals, risk tolerance, and time horizon.
We provide guidance on building, managing, and consolidating pensions to help secure a comfortable and sustainable retirement.
Whether you're approaching retirement or already drawing income, we advise on your full range of options, including drawdown and annuities, to help you access your pension in a way that suits your lifestyle, goals, and tax position.
We recommend appropriate insurance solutions, such as life cover, income protection, and critical illness cover, to help safeguard your financial plans against life’s uncertainties.
We help clients structure their affairs to pass on wealth efficiently, reduce Inheritance Tax exposure, and ensure their wishes are carried out.
Financial planning isn’t a one-off exercise – we offer ongoing reviews and advice to ensure your plans remain suitable as your circumstances, goals, and the wider financial landscape evolve.
While this section outlines our core areas of advice, it's not an exhaustive list. Every client’s situation is different, and we often provide support on a wide range of financial matters that may not be covered here. If you're unsure whether we can help, please don’t hesitate to get in touch – we’re always happy to have a conversation.
Oliver Financial Planning
98 Bay Tree Rd, Bath BA1 6NF, UK
Oliver Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Financial services reference number: 963900.
Our company number is: 13205258. Registered office address: 30 Circus Mews, Bath, BA1 2PW.
Investment Risk Warnings
All investments carry an element of risk, and the value of your investments can go down as well as up, so you could get back less than you invested.
A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend on the size of fund when accessed, interest rates and legislation.
A Protection plan will have no cash in value at any time, and will cease at the end of the term. If premiums are not maintained, then cover will lapse and you may not be covered if a claim is made
Copyright © 2025 Oliver Financial Planning - All Rights Reserved.